Client & Office Administrator Full Time NEW

About Us

Established in 1991, The Will Bureau is one of North London’s longest-established specialist estate planning companies. For almost 35 years, we have supported individuals and families with wills, trusts, lasting powers of attorney and estate administration matters, building a reputation for professionalism, personal service and attention to detail.

Our clients are varied, with many based across London and the Home Counties, although we also assist families further afield. We are a small and experienced office-based team, and we are now looking for a reliable and organised Client & Office Administrator to support the day-to-day running of the business.

The Role

This is a varied administrative role combining client communication, office administration and CRM management within a professional office environment.

You will often be the first point of contact for new clients and professional introducers, helping to arrange appointments, maintain accurate records and ensure matters progress smoothly through our internal processes.

Many of our clients are dealing with important personal and family matters, so professionalism, empathy and attention to detail are essential qualities for the role.

The role would suit someone who enjoys working in a structured office environment, communicates well with people and takes pride in accuracy, organisation and client care.

As a small office-based team, regular in-person communication and collaboration are an important part of how we work.

Key Responsibilities

• Speaking with clients and professional introducers by telephone and email
• Arranging initial telephone and Zoom appointments
• Sending Zoom confirmations and follow-up correspondence
• Maintaining accurate client records within our CRM system
• Chasing outstanding information from clients where required
• Supporting colleagues with general office administration
• Assisting with the smooth day-to-day running of the office

About You

We are looking for someone who is:

• Professional and confident when communicating with clients
• Organised and detail-focused
• Comfortable working with office systems and CRM databases
• Able to manage tasks calmly and efficiently
• Reliable, adaptable and supportive within a small team
• Comfortable working in a full-time office-based role

Previous experience within a professional office environment is preferred.

Strong working knowledge of Microsoft Outlook, Word and Excel is expected.

What We Offer

• Salary of £26,000 – £29,000 depending on experience
• Company pension
• Free on-site parking
• Employee Assistance Programme
• Supportive and professional working environment
• Long-term stable role within an established business

Location & Working Pattern

This is a full-time office-based role working Monday to Friday from our North London office in N14.

Candidates should be comfortable commuting to the office on a daily basis.

Pay: £25,000.00-£29,000.00 per year

Benefits:

• Company pension
• Free parking
• Health & wellbeing programme
• Life insurance

Application question(s):

• Are you comfortable commuting to our North London (N14) office on a daily basis
• This is a full-time office-based role working Monday to Friday. Are you comfortable with this working pattern?
• Do you have previous experience working within a professional office environment

Do you have previous experience working within a professional office environment

• Please briefly describe any experience you have using CRM systems or maintaining client records

Work Location: In person